Capital Investment Advisory Services, LLC
Position in AEP — American Electric Power Co Inc
CIK 1659203
RALEIGH, NC
Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$573,233
+$27,023 QoQ
Shares Held
4,190
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,048
of 1,972 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Capital Investment Advisory Services, LLC holds $20,788,984 across 10 Utilities - Regulated Electric names. AEP ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
86,374 | $10,933,220 | |
| 2 | D |
Dominion Energy, Inc
|
62,041 | $4,236,779 | |
| 3 | SO |
Southern Co
|
24,263 | $2,322,211 | |
| 4 | NEE |
Nextera Energy Inc
|
19,978 | $1,753,469 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
4,190 | $573,233 | |
| 6 | XEL |
Xcel Energy Inc
|
3,886 | $312,045 | |
| 7 | NGG |
National Grid PLC
|
2,983 | $247,201 | |
| 8 | DTE |
Dte Energy Co
|
1,323 | $201,585 |
All Filings in AEP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,233 | 4,190 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $546,210 | 4,167 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $454,206 | 3,939 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $427,162 | 3,797 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $356,830 | 3,439 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $400,474 | 3,665 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $356,100 | 3,861 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $463,854 | 4,521 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $396,321 | 4,517 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $384,436 | 4,465 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $387,906 | 4,776 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $249,279 | 3,314 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $246,116 | 2,923 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $263,961 | 2,901 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $336,407 | 3,543 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $254,076 | 2,939 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $295,495 | 3,080 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $341,812 | 3,426 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $286,750 | 3,223 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $220,728 | 2,719 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $226,954 | 2,683 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||